Replies to post #224503 on Biotech Values

[DewDiligence]

‘oc631’ was also an early VRUS investor, IIRC.

[DewDiligence]

…even though the market is primarily split by only 2 companies/regimens today [i.e. ABBV/ENTA and GILD], many more made money along the way (VRTX, JNJ/MVIR, MRK, BMY)…

Good post; however, I doubt that JNJ, MRK, and BMY had sufficient cumulative HCV sales to cover the all-in development cost of their HCV programs, which included the IDIX and INHX deals, among others. Even VRTX probably had a rather modest return on investment, all told.

[rfj1862]

The only person I recall who posted here that bought VRUS in the early days shortly after the IPO was rfj1862.

Yessir that was me...and a big reason why my portfolio is rather more, um, substantial these days.

Then again I also bought RPRX...which I actually made a lot of money on even though it turned out to be garbage (which Dew warned about repeatedly).

...and looking forward to repeating that performance with VKTX and MRKR (among others)